Don Chamberlin, president and chief executive of The Chamberlin Group, a St. Louis-based holistic financial advisory firm, uses its discounted tax practice as a loss leader to market the firm’s financial planning services.

The firm charges a fee of $99 to prepare clients’ tax returns and upon delivering the completed returns talks up the firm’s financial planning services.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access